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BSJO

Invesco BulletShares 2024 High Yield Corporate Bond ETF

Delisted

BSJO was delisted on the 13th of December, 2024.

98 hedge funds and large institutions have $203M invested in Invesco BulletShares 2024 High Yield Corporate Bond ETF in 2021 Q3 according to their latest regulatory filings, with 17 funds opening new positions, 49 increasing their positions, 21 reducing their positions, and 7 closing their positions.

New
Increased
Maintained
Reduced
Closed

143% more first-time investments, than exits

New positions opened: 17 | Existing positions closed: 7

133% more repeat investments, than reductions

Existing positions increased: 49 | Existing positions reduced: 21

20% more capital invested

Capital invested by funds: $168M → $203M (+$34.3M)

10% more funds holding

Funds holding: 8998 (+9)

0% more funds holding in top 10

Funds holding in top 10: 33 (0)

Holders
98
Holders Change
+9
Holders Change %
+10.11%
% of All Funds
1.72%
Holding in Top 10
3
Holding in Top 10 Change
Holding in Top 10 Change %
% of All Funds
0.05%
New
17
Increased
49
Reduced
21
Closed
7
Calls
Puts
Net Calls
Net Calls Change
Name Holding Trade Value Shares
Change
Change in
Stake
SWM
51
Segment Wealth Management
Texas
$631K +$33.9K +1,350 +6%
WI
52
WrapManager Inc
California
$621K +$5.9K +235 +1%
UCFA
53
United Capital Financial Advisors
Texas
$614K -$17.2K -686 -3%
RJFSA
54
Raymond James Financial Services Advisors
Florida
$602K -$18.6K -740 -3%
SWM
55
Spire Wealth Management
Virginia
$586K -$39K -1,555 -6%
EWM
56
Empirical Wealth Management
Washington
$537K -$19.4K -774 -3%
4FG
57
4Thought Financial Group
New York
$535K +$54.9K +2,186 +11%
DP
58
Denver PWM
Colorado
$518K +$99.4K +3,958 +24%
SPIA
59
Steward Partners Investment Advisory
New York
$490K -$14.5K -576 -3%
Renaissance Technologies
60
Renaissance Technologies
New York
$481K +$482K +19,200 New
BRWA
61
B. Riley Wealth Advisors
Florida
$472K +$23.2K +925 +5%
GIA
62
Gladstone Institutional Advisory
Florida
$469K -$909K -36,196 -66%
BCPWM
63
Bradley & Co Private Wealth Management
Florida
$441K
FTUS
64
Flow Traders U.S.
New York
$413K -$2M -79,630 -83%
SI
65
Stephens Inc
Arkansas
$412K +$132K +5,276 +47%
BFA
66
Beaumont Financial Advisors
Massachusetts
$409K -$14.5K -578 -3%
BWM
67
BCS Wealth Management
Tennessee
$387K +$72.5K +2,887 +23%
IF
68
IRON Financial
Illinois
$357K +$358K +14,269 New
FAM
69
Flaharty Asset Management
Florida
$350K +$351K +13,983 New
RJA
70
Raymond James & Associates
Florida
$324K -$577 -23 -0.2%
PAG
71
Private Advisory Group
Washington
$315K -$28.9K -1,153 -8%
Mariner
72
Mariner
Kansas
$308K +$309K +12,315 New
EAM
73
Evanson Asset Management
California
$292K
CWM
74
Cornerstone Wealth Management
Missouri
$267K
TCA
75
Transcend Capital Advisors
New Jersey
$262K -$115K -4,600 -30%

BSJO Hedge Fund Activity: Q3 2021 in Review

98 of the 5,712 institutional investors tracked by Wall St. Rank reported a position in Invesco BulletShares 2024 High Yield Corporate Bond ETF (BSJO) for Q3 2021, worth a combined $203M — up 20% from $168M a quarter earlier.

Buyers outnumbered sellers: 17 funds opened new BSJO positions and 7 closed out — a net gain of 10 holders — while 49 added to existing stakes and 21 trimmed.

The largest buyer was Avior Wealth Management, opening a new position worth an estimated $11.5M. The largest seller was Cambridge Investment Research Advisors, cutting an estimated $2.51M.

  • 98 institutional investors held Invesco BulletShares 2024 High Yield Corporate Bond ETF (BSJO) as of Q3 2021, up from 89 in Q2 2021.
  • Funds reported $203M of Invesco BulletShares 2024 High Yield Corporate Bond ETF stock for Q3 2021, up 20% quarter-over-quarter.
  • 17 funds opened new Invesco BulletShares 2024 High Yield Corporate Bond ETF positions in Q3 2021 and 7 closed out, a net change of +10 holders.
  • The largest Invesco BulletShares 2024 High Yield Corporate Bond ETF buyer in Q3 2021 was Avior Wealth Management, an estimated $11.5M added.
  • The largest Invesco BulletShares 2024 High Yield Corporate Bond ETF seller in Q3 2021 was Cambridge Investment Research Advisors, an estimated $2.51M sold.

Based on aggregated 13F filings for Q3 2021.